TJX · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
TJX COMPANIES INC /DE/ · 2026-08-28 · Importance 37 · Surprise 32 · No source text
Second-quarter fiscal 2027 net sales increased 5% to $15.2 billion from $14.4 billion, reflecting 4% consolidated comp sales growth, 2% non-comp sales growth, and a 1% negative foreign-currency impact. Six-month net sales rose 7% to $29.5 billion from $27.5 billion, driven by 5% comp sales growth, 2% non-comp sales growth, and neutral currency translation. HomeGoods was the fastest-growing segment, with second-quarter sales up 10% to $2.5 billion and six-month sales up 10% to $5.0 billion, while TJX International sales increased 11% to $2.1 billion and 12% to $4.0 billion for the same periods. E-commerce remained approximately 2% of consolidated sales, approximately 2% of Marmaxx sales, and approximately 3% of TJX International sales in both comparable periods.
Key facts
- Net sales increased 5% to $15.2 billion for the second quarter of fiscal 2027 versus last year’s second quarter sales of $14.4 billion. source
- Net sales for the six months ended August 1, 2026 totaled $29.5 billion, a 7% increase versus the first six months of fiscal 2026 net sales of $27.5 billion. source
- Thirteen weeks net sales: $15,180 million for the thirteen weeks ended August 1, 2026. source
- Twenty-six weeks net sales: $29,503 million for the twenty-six weeks ended August 1, 2026. source
- Comp sales increased 5% for the first six months of fiscal 2027. source
- Marmaxx net sales increase in the second quarter of fiscal 2027 reflects a 2% increase from non-comp sales and a 1% increase in comp sales. source
- HomeGoods net sales increase in the second quarter of fiscal 2027 reflects a 7% increase in comp sales and a 3% increase from non-comp sales. source
- Comp sales for the second quarter of fiscal 2027 increased 4% for both the second quarter of fiscal 2027 and fiscal 2026 (stated as 4% for the second quarter). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +13.2% | Net sales for the six months ended August 1, 2026 totaled $29.5 billion, a 7% increase versus the first six months of fiscal 2026 net… |
| revenue | positive | realized | +5.1% | Net sales increased 5% to $15.2 billion for the second quarter of fiscal 2027 versus last year’s second quarter sales of $14.4 billion. |
| revenue | unclear | realized | — | Thirteen weeks net sales: $15,180 million for the thirteen weeks ended August 1, 2026. |
| revenue | unclear | realized | — | Twenty-six weeks net sales: $29,503 million for the twenty-six weeks ended August 1, 2026. |